Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.611 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49219.05 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43287.56 Kr¶
PnL: ---------------------------------------> -1588.02 Kr¶
DD now: ---------------------------------> -7.344 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 11:55:02.254777'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -1.060000 | 1531.450000 | 108.450000 | 7.620000 | 1423.000014 |
| Nederman Holding | 1 | 1.460000 | 209.000000 | 10.000000 | 5.030000 | 199.000000 |
| Hennes & Mauritz B | 6 | 0.540000 | 921.840000 | 9.840000 | 1.080000 | 912.000000 |
| Atrium Ljungberg B | 5 | 0.330000 | 906.500000 | 2.500000 | 0.280000 | 904.000000 |
| JM | 7 | 2.260000 | 952.000000 | 2.000000 | 0.210000 | 950.000002 |
| Eastnine | 6 | -0.550000 | 651.600000 | -5.400000 | -0.820000 | 657.000000 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| ASSA ABLOY B | 4 | -0.970000 | 979.200000 | -13.800000 | -1.390000 | 993.000000 |
| BioGaia B | 8 | -1.240000 | 889.600000 | -14.400000 | -1.590000 | 904.000000 |
| AcadeMedia | 20 | -0.330000 | 962.800000 | -15.200000 | -1.550000 | 978.000000 |
| Biotage | 1 | -0.600000 | 132.200000 | -16.800000 | -11.280000 | 149.000000 |
| OX2 | 12 | -0.130000 | 889.800000 | -19.200000 | -2.110000 | 909.000000 |
| Hoist Finance | 36 | 0.000000 | 981.000000 | -30.000000 | -2.970000 | 1010.999988 |
| Vitrolife | 3 | -1.730000 | 646.800000 | -30.200000 | -4.460000 | 677.000001 |
| Bufab | 3 | -1.250000 | 1045.200000 | -30.800000 | -2.860000 | 1076.000001 |
| Investor B | 3 | -0.260000 | 627.150000 | -30.850000 | -4.690000 | 657.999999 |
| Sandvik | 4 | -0.730000 | 816.000000 | -32.000000 | -3.770000 | 848.000000 |
| Byggmax Group | 33 | -0.280000 | 931.920000 | -35.080000 | -3.630000 | 966.999990 |
| Latour B | 4 | -1.060000 | 820.800000 | -35.200000 | -4.110000 | 856.000000 |
| Platzer Fastigheter Holding B | 12 | 0.660000 | 915.600000 | -35.400000 | -3.720000 | 951.000000 |
| Sagax A | 4 | 0.000000 | 848.000000 | -38.000000 | -4.290000 | 886.000000 |
| Vitec Software Group B | 2 | -1.020000 | 1065.000000 | -39.000000 | -3.530000 | 1104.000000 |
| Gränges | 10 | -1.860000 | 1000.000000 | -39.000000 | -3.750000 | 1039.000000 |
| Addnode Group B | 7 | -0.800000 | 865.900000 | -39.100000 | -4.320000 | 904.999998 |
| SKF B | 5 | -0.400000 | 940.750000 | -39.250000 | -4.010000 | 980.000000 |
| Hexatronic Group | 15 | -0.980000 | 1031.100000 | -39.900000 | -3.730000 | 1071.000000 |
| Sagax B | 4 | -1.260000 | 844.800000 | -40.200000 | -4.540000 | 885.000000 |
| Creaspac SPAC | 40 | -0.630000 | 3792.000000 | -42.000000 | -1.100000 | 3834.000000 |
| Catena | 2 | -0.050000 | 762.400000 | -43.600000 | -5.410000 | 806.000000 |
| Alimak Group | 12 | -2.080000 | 962.400000 | -44.600000 | -4.430000 | 1007.000004 |
| INVISIO | 15 | -1.260000 | 3525.000000 | -47.000000 | -1.320000 | 3571.999995 |
| EQT | 4 | -0.190000 | 826.000000 | -47.000000 | -5.380000 | 873.000000 |
| HEXPOL B | 8 | -0.450000 | 883.200000 | -73.800000 | -7.710000 | 957.000000 |
| Orrön Energy | 170 | -1.640000 | 1943.100000 | -102.900000 | -5.030000 | 2045.999980 |
| Hexagon B | 26 | -1.250000 | 3296.800000 | -123.200000 | -3.600000 | 3420.000012 |
| VEF | 788 | 0.090000 | 1769.850000 | -133.150000 | -7.000000 | 1903.000300 |
| Sedana Medical | 93 | -0.510000 | 2548.200000 | -435.380000 | -14.590000 | 2983.577733 |
| TOTAL | 43287.560000 | -1588.020000 | -7.34427% | 44875.578016 |
Updated:¶
'2023-06-22 11:55:19.855090'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
